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Utilities SPDR shares owned by Private Advisor

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in Utilities SPDR

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All positions including Utilities SPDR held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.5M 149k 63.31
2023-09-30 $9.2M 156k 58.91
2023-06-30 $7.9M 121k 65.58
2023-03-31 $14M 206k 67.69
2022-12-31 $431k 215k 2.01
2022-09-30 $18M 269k 65.51
2022-06-30 $14M 200k 70.13
2022-03-31 $12M 164k 74.46
2021-12-31 $10M 145k 71.58
2021-09-30 $8.7M 135k 63.89
2021-06-30 $7.0M 111k 63.23
2021-03-31 $9.2M 144k 64.04
2020-12-31 $9.3M 149k 62.70
2020-09-30 $7.3M 124k 59.38
2020-06-30 $3.6M 63k 56.42
2020-03-31 $3.4M 62k 55.41
2019-12-31 $4.2M 65k 64.62
2019-09-30 $4.1M 63k 64.75
2019-06-30 $3.5M 58k 59.59
2019-03-31 $3.2M 55k 58.14
2018-12-31 $3.0M 56k 52.93
2018-09-30 $2.8M 54k 52.66
2018-06-30 $1.6M 30k 52.27
2018-03-31 $1.6M 32k 50.54
2017-12-31 $1.3M 24k 51.98
2017-09-30 $3.5M 66k 53.45
2017-06-30 $2.7M 52k 51.46
2017-03-31 $1.9M 36k 51.75
2016-12-31 $2.1M 43k 48.54
2016-09-30 $2.5M 54k 47.30
2016-06-30 $4.0M 76k 52.98
2016-03-31 $2.0M 40k 49.62
2015-12-31 $813k 19k 43.29
2015-09-30 $733k 17k 43.27
2015-06-30 $1.8M 44k 41.77
2015-03-31 $1.5M 34k 44.43
2014-12-31 $888k 19k 47.20
2014-09-30 $777k 19k 42.10
2014-06-30 $815k 18k 44.28
2014-03-31 $595k 14k 41.43
2013-12-31 $544k 14k 37.95